Warkworth Family History Society Incorporated — Education Charity in Warkworth

Warkworth Family History Society Incorporated is a Incorporated Society charity in the Education sector, based in Warkworth, Warkworth. Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: The purpose of the Society is to promote the study of family history and genealogy by our members, by the local community, and by the New Zealand community at large.

Registration Number
CC60721
Charity Type
Incorporated Society
Registration Date
2022-11-04
Status
Active
Sector
Education
Location
Warkworth, Warkworth
Email
warkworth.fhs@gmail.com
Data as at
March 2026

Beneficiaries: General public

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M-
2025$0.0M$0.0M-
2024$0.0M$0.0M-
2023$0.0M$0.0M-

Board Members and Officers

Current Officers (8)

NameRoleAppointed
Lois McPhersonCommittee Member2026-05-25
Kylie FischerSecretary2026-05-25
Suzan HarveyDeputy Treasurer2026-05-25
Elaine GoldthorpeChair2025-05-26
Louisa GowingCommittee Member2023-05-08
Beverley BillingtonCommittee Member2022-01-18
Lesley WadeTreasurer2022-01-18
Carolyn WilliamsEducation Officer2022-01-18

Former Officers (5)

  • Janice France — Secretary (departed 2026-03-31)
  • Bruce Wilson — Vice Chair (departed 2024-05-13)
  • Berris Spicer — Minute Secretary (departed 2026-03-31)
  • Bryan Jackson — Committee Member (departed 2023-05-08)
  • Stephanie Mcgill — Committee Member (departed 2023-05-08)

Similar Charities in Education

EducationIncorporated Society

Warkworth Family History Society Incorporated

CC60721Warkworth, WarkworthRegistered 4 Nov 2022
Data updated: Today
Financials6mo agoRatingyesterday

Financial data as at March 2026. Sourced from Charities Services register.

NR
Not rated — Volunteer / community organisation

Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.

How ratings work →
Revenue

$1.8K

Expenses

$2.0K

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

The purpose of the Society is to promote the study of family history and genealogy by our members, by the local community, and by the New Zealand community at large.

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$1.8K
Total Expenses
$2.0K
Net Assets
-

Financial Trends

Financial Trends (4 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
82c
For every $1 spent, 82c reaches programs
Strong
Sustainability
23.2mo
Could operate 23.2 months with zero revenue
Healthy
Fundraising Cost
-
No fundraising data
No data

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

48
Score /100
Concentrated
HHI: 5,249
Trading / Services62.4%
Other36.8%
Investment Income0.8%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 289 peers · Education · Under $100K

Rating Score
0
#43/290
Revenue
$2K
#262/290
Reserve Months
0.0
#1/290
Surplus
$-132
#181/290
Staff Cost %
0%
#1/290

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating History

NR
2026
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65
Current
NR
2025
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Latest Audit

FY2023
Clean

Contact Details

Address
Warkworth, Warkworth

Registration

Registration NumberCC60721
Entity TypeIncorporated Society
Registered4 Nov 2022
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated18 May 2022
Registered office
Villa 186 Summerset Falls, 31 Mansel Drive, Warkworth, Warkworth, 0910

Sector & Activities

Primary Sector
Education
Activities
Provides services (e.g. care / counselling)Sponsors / undertakes research

Data sourced from Charities Services register and publicly available annual returns. Our datasets may not be complete. Automated analysis can produce errors. Scores are calculated using disclosed methodology and are analytical tools, not investment ratings or recommendations. If you believe any data on this page is incorrect, please contact us at hello@charitydata.co.nz. For informational purposes only. Not investment advice. Last updated: 2 October 2026.